Zynergy Retirement Planning’s Schwab US REIT ETF SCHH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.4M	Buy	729,453 +38,788	+6%	+$821K	10.35%	4
2025 Q1	$14.5M	Buy	690,665 +17,118	+3%	+$361K	10.32%	4
2024 Q4	$15.6M	Hold	673,547	–	–	11%	4
2024 Q3	$15.6M	Sell	673,547 -4,716	-0.7%	-$109K	11%	4
2024 Q2	$13.5M	Buy	+678,263	New	+$13.5M	10.37%	4